StatementCSV

Convert Bank Statement PDFs to CSV and Excel

Upload a bank or credit-card statement PDF and export clean, balance-checked CSV or Excel files for bookkeeping, accounting, and spreadsheet review.

StatementCSV uses parser-first extraction with guided AI verification to turn PDF statements into structured rows you can review, edit, and export.

Built for common Canadian bank and credit-card statement formats. No bank login. Balance checks before export.

Convert a statementSee sample export

No bank login · Balance checks before export

PDF bank statement to CSV

Turn bank statement PDFs into clean spreadsheet rows

Upload a bank or credit-card statement PDF and convert it into a clean table of transactions with Date, Description, Debit, Credit, Amount, and Balance. Export the result as CSV or Excel. It is built for bank statements, not generic PDFs, so it focuses on transaction rows — including common Canadian patterns like Interac e-Transfers.

From PDF statement to clean rows

DateDescriptionDebitCreditAmountBalance
2024-05-02Payroll Deposit—2,200.002,200.004,200.00
2024-05-03Grocery Mart #21484.20—-84.204,115.80
2024-05-05Coffee Roasters5.75—-5.754,110.05
2024-05-07Hydro One Pre-Auth142.50—-142.503,967.55
2024-05-09e-Transfer Received—300.00300.004,267.55

Review and edit the rows before you export to CSV or Excel.

How it works

Three steps from PDF to spreadsheet

No software to install and no bank connection. Everything happens in your browser flow.

  1. 1

    Upload your PDF statement

    Choose the PDF you downloaded from your bank. No account or bank login needed.

  2. 2

    Review the transactions

    We extract the dates, descriptions, and amounts so you can check them before downloading.

  3. 3

    Download your CSV

    Get a clean, spreadsheet-ready CSV for Excel, Google Sheets, or your bookkeeping tool.

How the conversion works

Parser-first extraction with guided AI verification

A dedicated statement parser reads the layout and pulls transactions into clean columns. Guided AI verification works from rendered statement evidence to help structure harder layouts, and balance checks compare the result against the statement totals before you export.

Balance-checked exports

Extracted rows are checked against the statement's opening and closing balances where possible, so a balance gap is never presented as a verified conversion.

Guided AI verification

Parser-first extraction with guided AI verification works from rendered statement evidence to structure the rows, and the result is re-checked against the balances.

Review highlighted rows

Uncertain rows are highlighted before export. If a balance gap remains, you review and edit the rows instead of receiving a falsely balanced result.

What your CSV includes

Clean, structured transaction data

Each statement is turned into tidy rows and columns you can sort, filter, and total.

Transaction date

Each row keeps the posting or transaction date in a consistent, sortable format.

Description

The merchant or transaction description as it appears on your statement.

Amount

Debit and credit amounts, with separate columns or a signed amount where the statement allows.

Running balance

When your statement lists a balance per line, it is carried into the CSV.

Why not just copy and paste?

PDFs were not built for spreadsheets

Copying transactions out of a PDF usually breaks the columns. Dates, descriptions, and amounts run together, multi-line descriptions split across rows, and negative numbers lose their sign.

Cleaning that up by hand for a single month is tedious. Doing it for a full year of statements is a real time sink and an easy place to make mistakes.

StatementCSV reads the layout for you and outputs consistent rows, so the file is ready to use the moment you download it.

Before: pasted from PDF

03/04 GROCERY
STORE #221 -84.20 1,240.10
03/05 PAYROLL
DEPOSIT 2,000.00 3,240.10

After: clean CSV

Date,Description,Amount,Balance
2024-03-04,Grocery Store #221,-84.20,1240.10
2024-03-05,Payroll Deposit,2000.00,3240.10

Bank statements, specifically

Built for Canadian bank statements, not generic PDFs

Generic PDF converters try to pull tables out of any document. StatementCSV is parser-first and designed around Canadian bank statement data: transaction rows, Interac e-Transfers, repeated page headers, debit and credit columns, running balances, multi-page statements, and review warnings. The goal is not just to copy text out of a PDF. It is to create a spreadsheet-ready transaction file you can trust enough to review and export.

Your statement is used only to create your conversion

Your statement is processed to create your spreadsheet file and is not sold or used for marketing or ads. We avoid using your original PDF directly as the AI input — when guided AI verification is used, it works from rendered statement evidence. Review our privacy and security pages for how uploads and conversion data are handled.

No bank login. Not used for marketing.

Simple pricing

Affordable, page-based plans

Start with a free preview, then choose a monthly plan that fits how many pages you convert.

Minimum

$10/month

100 pages/month

For occasional statement conversion.

  • Monthly page credits for statement PDFs
  • Clean CSV and Excel exports
  • Parser-first extraction with guided AI verification
  • Balance-checked exports
  • Review highlighted rows before export
  • No bank login required
Start converting
Best value

Plus

$25/month

500 pages/month

For small businesses, freelancers, landlords, and regular bookkeeping.

  • Monthly page credits for statement PDFs
  • Clean CSV and Excel exports
  • Parser-first extraction with guided AI verification
  • Balance-checked exports
  • Review highlighted rows before export
  • No bank login required
Start converting

Pro

$40/month

1,000 pages/month

For bookkeepers, admin staff, and higher-volume users.

  • Monthly page credits for statement PDFs
  • Clean CSV and Excel exports
  • Parser-first extraction with guided AI verification
  • Balance-checked exports
  • Review highlighted rows before export
  • No bank login required
Start converting

Pro+

from $60/month

2,000 or 3,000 pages/month

For larger monthly workloads.

  • 2,000 pages/month$60/month
  • 3,000 pages/month$80/month
  • Monthly page credits for statement PDFs
  • Clean CSV and Excel exports
  • Parser-first extraction with guided AI verification
  • Balance-checked exports
  • Review highlighted rows before export
  • No bank login required

Need more than 3,000 pages/month? Contact us.

Start converting

Prices are in USD and based on the number of PDF pages processed. Page credits apply to digital PDF statements. Scanned or image-based statements are not currently supported.

See full pricing

Supported statement types

Built for Canadian statements first

Designed for RBC, TD, BMO, CIBC, Scotiabank, credit unions, and more. It supports common Canadian bank and credit-card statement patterns and works best with digital, text-based PDFs where the transaction text is selectable. When a statement needs review, we show it clearly before export.

Chequing & savings

Everyday Canadian account statements with dated debits, credits, Interac e-Transfers, fees, and running balances.

Credit card statements

Monthly Canadian card statements with purchases, payments, fees, and interest.

Bank-specific guides

Step-by-step pages for popular Canadian banks, with more on the way.

Looking for your bank? See our guides for RBC and TD, or the general PDF bank statement to CSV guide.

FAQ

Common questions

More detail on how conversions, privacy, and pricing work.

How do I convert a bank statement PDF to CSV?
Upload your PDF bank or credit-card statement, let StatementCSV extract the transactions, review the rows, and download a CSV with Date, Description, Debit, Credit, Amount, and Balance. It uses parser-first extraction with guided AI verification, then balance checks the result before you export.
Can I convert a bank statement PDF to Excel?
Yes. You can export your reviewed transactions as CSV (opens in Excel, Google Sheets, and Numbers) or as an Excel (.xlsx) file, so you can sort, filter, and total the data for bookkeeping and review.
Can I convert credit card statements to CSV?
Yes. StatementCSV handles credit-card statements as well as chequing and savings statements, pulling purchases, payments, fees, and interest into the same clean CSV or Excel structure.
Does StatementCSV support Canadian bank statements?
It is designed for common Canadian bank and credit-card statement formats, including patterns like Interac e-Transfers, debits, credits, fees, and card payments. It works best with digital, text-based PDFs downloaded from your bank. We do not claim every bank or format, so anything uncertain is highlighted for review before export.
What happens if the balance check does not reconcile?
A balance gap is never shown as a verified conversion. When extracted totals do not match the statement's opening and closing balances, StatementCSV asks you to review highlighted rows rather than producing a falsely balanced result. It does not invent balancing rows to force a match.
Can I review transactions before exporting?
Yes. Every conversion is shown for review first. You can edit any cell, delete rows, or add a missing transaction, and uncertain rows are highlighted so you can check them before downloading the CSV or Excel file.
Can I import the CSV into QuickBooks or Xero?
StatementCSV produces a standard, spreadsheet-ready CSV that you can prepare for import into accounting tools like QuickBooks, Xero, or Wave. It is not an official integration or partner; it gives you a clean file that you map to your accounting tool's import format.

See all questions on the FAQ page.

Explore StatementCSV

Bank statement to CSV→Convert bank and credit-card PDFs to CSV or Excel.Canadian bank statement to CSV→Built for common Canadian statement formats.RBC statement to CSV→Convert RBC bank and card statement PDFs.How to convert a PDF to CSV→Step-by-step help guide.Import into QuickBooks→Prepare a CSV for QuickBooks import.PDF to Excel→Open your transactions in Excel or Google Sheets.

Ready to convert your statement?

Upload a PDF, review the extracted transactions, and download a clean CSV.

Convert a StatementSee Pricing